Landstar System, Inc.

Informe acción NasdaqGS:LSTR

Capitalización de mercado: US$6.2b

Landstar System Resultados de beneficios anteriores

Pasado controles de criterios 1/6

Los beneficios de Landstar System han disminuido a una tasa media anual de -19.5%, mientras que en la industria Transportation los beneficios crecieron en un 1.7% anualmente. Los ingresos han ido disminuyendo a una tasa media de 6.8% al año. La rentabilidad financiera de Landstar System es de 15.6%, y sus márgenes netos son de 2.6%.

Información clave

-19.47%

Tasa de crecimiento de los beneficios

-17.69%

Tasa de crecimiento del BPA

Crecimiento de la industria Transportation 15.63%
Tasa de crecimiento de los ingresos-6.79%
Rentabilidad financiera15.60%
Margen neto2.61%
Próxima actualización de resultados28 Jul 2026

Actualizaciones de resultados anteriores recientes

Artículo de análisis May 11

Landstar System's (NASDAQ:LSTR) Soft Earnings Don't Show The Whole Picture

Soft earnings didn't appear to concern Landstar System, Inc.'s ( NASDAQ:LSTR ) shareholders over the last week. We did...
Artículo de análisis Nov 05

There May Be Some Bright Spots In Landstar System's (NASDAQ:LSTR) Earnings

The market for Landstar System, Inc.'s ( NASDAQ:LSTR ) shares didn't move much after it posted weak earnings recently...

Recent updates

Artículo de análisis May 11

Landstar System's (NASDAQ:LSTR) Soft Earnings Don't Show The Whole Picture

Soft earnings didn't appear to concern Landstar System, Inc.'s ( NASDAQ:LSTR ) shareholders over the last week. We did...
Seeking Alpha May 01

Landstar System: Systemic Strength With Asset-Light, Well-Diversified Business Model, But Fully Priced

Summary Landstar System has rebounded nearly 30% over the past year, reflecting truckload market recovery and capacity contraction. LSTR’s asset-light, diversified model and robust liquidity buffer support resilience amid ongoing macroeconomic volatility and thin margins. Valuation appears full: DDM-derived target price is $178.22, while P/B and P/S suggest lower fair values; technicals indicate overbought conditions. I reiterate a hold rating on LSTR, citing macro risks, high valuation, and cautious technical signals despite operational strengths. Read the full article on Seeking Alpha
Actualización de narrativa Apr 23

LSTR: Seasonality Headwinds Will Restrain Benefits From Recent Share Repurchases

The analyst price target for Landstar System has moved from $151.27 to $152.71 as analysts factor in updated forecasts for revenue growth, profit margins, and future P/E multiples following a series of recent target changes across the Street. Analyst Commentary Recent Street research on Landstar System reflects a mix of optimistic and cautious views, with several firms adjusting their price targets in both directions as they update models for revenue, margins, and valuation multiples.
Actualización de narrativa Apr 09

LSTR: Seasonality Headwinds Will Challenge Capacity Tightening And EPS Recovery Expectations

Narrative Update Analyst price targets for Landstar System have shifted, with several firms moving estimates higher by $2 to $20 alongside one $5 reduction, as analysts weigh tighter trucking capacity, tempered earnings expectations, and recent share price strength. Analyst Commentary Recent research on Landstar System reflects a mix of optimism on tightening capacity and cautious views on how much of the recovery story is already reflected in the share price.
Actualización de narrativa Mar 25

LSTR: Supply Tightening And Seasonality Will Shape Fairly Valued Spot Recovery Prospects

Analysts collectively nudged their price targets for Landstar System higher by a mid single digit dollar amount to around $151, reflecting updated views on truckload supply tightening, spot exposure, and the timing of a potential freight recovery, while still highlighting ongoing seasonal and demand uncertainties. Analyst Commentary Recent research on Landstar System shows a mix of optimism about the truckload supply backdrop and caution around how quickly that tightness might translate into sustained earnings power.
Actualización de narrativa Mar 10

LSTR: Supply Tightening And Seasonality Will Shape Early Cycle Spot Recovery

Analysts have nudged their price targets for Landstar System higher by a few dollars, with updates clustering in the $150 to $170 range. They are balancing regulation driven capacity tightening and expectations for a truckload recovery against softer seasonality and ongoing demand uncertainty.
Actualización de narrativa Feb 24

LSTR: Supply Led Tightening And Softer Seasonality Will Shape Balanced Spot Recovery Outlook

Analysts have nudged their price target framework on Landstar System higher to reflect a richer assumed future P/E multiple, with a slightly lower profit margin outlook and minimal change to the $151.27 fair value estimate, based on recent research updates that include target moves ranging from about $150 to $170. Analyst Commentary Recent research on Landstar System reflects an active tug of war between optimism on a potential truckload recovery and caution around near term freight softness and valuation.
Actualización de narrativa Feb 09

LSTR: Supply Led Tightening And Softer Seasonality Will Shape Spot Rate Recovery

Analysts nudged their average price target on Landstar System higher by about $1 to $151, reflecting updated views that balance slightly softer revenue growth assumptions with firmer profit margins and a modestly lower future P/E multiple. Analyst Commentary Recent research updates show a mix of optimism and caution around Landstar System, with several firms adjusting price targets and ratings as they reassess earnings power, capacity trends and truckload pricing into 2026 and beyond.
Actualización de narrativa Jan 25

LSTR: Supply Led Truckload Tightening Will Face Softer Seasonal Spot Rate Conditions

Analysts have increased their blended fair value estimate for Landstar System by about US$7 to roughly US$150. This reflects a series of higher price targets across the Street as they factor in tighter truckload capacity, potential spot rate support and updated earnings assumptions.
Actualización de narrativa Jan 11

LSTR: Supply Led Truckload Recovery Will Meet Softer Near Term Conditions

Analysts have lifted their blended price target for Landstar System to about $143 from roughly $134, citing expectations for firmer truckload supply conditions into 2026, higher assumed revenue growth and P/E multiples, and only modest adjustments to discount rate and profit margin assumptions. Analyst Commentary Recent research highlights a mix of optimism and caution around Landstar System, with several firms revising their models, updating long term assumptions, and resetting price targets as they look ahead to 2026 and beyond.
Artículo de análisis Jan 02

At US$144, Is It Time To Put Landstar System, Inc. (NASDAQ:LSTR) On Your Watch List?

While Landstar System, Inc. ( NASDAQ:LSTR ) might not have the largest market cap around , it saw a decent share price...
Actualización de narrativa Dec 19

LSTR: Capacity Stabilization Will Meet Prolonged Truckload Weakness And Slower Earnings Recovery

Analysts have nudged their blended price target for Landstar System modestly higher to approximately $134 from about $131, reflecting slightly better long term growth and valuation assumptions, even as Street research highlights ongoing truckload headwinds and modest estimate trims across the transports group. Analyst Commentary Recent Street research presents a mixed backdrop for Landstar System, with price targets drifting lower but ratings largely unchanged, underscoring a balanced risk reward profile in the current freight cycle.
Artículo de análisis Dec 10

Landstar System (NASDAQ:LSTR) Has Announced A Dividend Of $2.00

Landstar System, Inc. ( NASDAQ:LSTR ) has announced that it will pay a dividend of $2.00 per share on the 21st of...
Actualización de narrativa Dec 05

LSTR: Capacity Stabilization Will Face Ongoing Truckload Oversupply And Industrial Weakness

Analysts have modestly reduced their price targets on Landstar System, trimming expectations by roughly $2 to $12 per share across recent updates, as they point to a still challenging truckload cycle, weak industrial demand, and ongoing oversupply, even amid early signs of stabilization in carrier capacity. Analyst Commentary Recent Street commentary reflects a mixed but generally cautious stance on Landstar System, with modest target cuts framed against early operational signs that the cycle may be nearing a bottom.
Artículo de análisis Dec 03

Landstar System (NASDAQ:LSTR) Seems To Use Debt Quite Sensibly

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Actualización de narrativa Nov 21

LSTR: Operational Stabilization Will Continue As Truckload Market Headwinds Persist

Analysts have modestly reduced their price targets for Landstar System, with several citing ongoing challenges in truckload market conditions and muted industrial growth as reasons for lowering targets by $2 to $11 per share. Analyst Commentary Recent analyst reports offer a balanced perspective on Landstar System, highlighting both positive developments and ongoing challenges facing the company.
Actualización de narrativa Nov 05

LSTR: Business Conditions Will Stabilize Further As Market Headwinds Ease

Analysts have modestly lowered their average price target for Landstar System, reducing it by approximately $3 to reflect ongoing industry headwinds such as persistent weak volumes and muted pricing. Some note early signs of stabilization in key operating metrics.
Artículo de análisis Nov 05

There May Be Some Bright Spots In Landstar System's (NASDAQ:LSTR) Earnings

The market for Landstar System, Inc.'s ( NASDAQ:LSTR ) shares didn't move much after it posted weak earnings recently...
Actualización de narrativa Oct 22

Analyst Commentary Highlights Mixed Outlook for Landstar System Amid Valuation and Market Shifts

The analyst price target for Landstar System has decreased by $2.64. This reflects analysts' concerns over weak industrial growth, oversupply, and persistent challenges in freight volumes and pricing.
Actualización de narrativa Oct 08

Infrastructure Investment And Digitalization Will Transform Freight Sector

Landstar System's analyst price target has been lowered by approximately $4, now reflecting $136.79, as analysts cite ongoing challenges in industrial growth and transport sector demand. Analyst Commentary Recent analyst revisions for Landstar System reflect a mix of caution and confidence as the company navigates ongoing sector headwinds and evolving market conditions.
Artículo de análisis Sep 24

Some Investors May Be Worried About Landstar System's (NASDAQ:LSTR) Returns On Capital

If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
Artículo de análisis Sep 11

Is Now The Time To Look At Buying Landstar System, Inc. (NASDAQ:LSTR)?

While Landstar System, Inc. ( NASDAQ:LSTR ) might not have the largest market cap around , it received a lot of...
Artículo de análisis Aug 29

Why Investors Shouldn't Be Surprised By Landstar System, Inc.'s (NASDAQ:LSTR) P/E

When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") below 19x, you may...
Artículo de análisis Jul 27

Here's Why Landstar System (NASDAQ:LSTR) Can Manage Its Debt Responsibly

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Seeking Alpha Apr 13

Landstar System: A Strategic Business Model With A Solid Balance Sheet To Justify A Rebound

Summary Landstar System shows resilience with decent profitability, a strong balance sheet, and a semi asset-light business model, despite market challenges. LSTR's prudent pricing strategies, diversified service offerings, and stable cost management drive its stable topline performance and potential for recovery. The company's excellent liquidity and low borrowings position it well against inflation and tariffs, allowing it to sustain operations without borrowing. Despite weak technicals, LSTR presents numerous buying opportunities, with a strong buy rating due to potential underpricing and favorable long-term trends. Read the full article on Seeking Alpha
Seeking Alpha Feb 11

Landstar: Lacklustre Q4 And FY Results Fail To Compromise Long-Term Potential

Summary Landstar Systems faced a challenging Q4 and FY 2024, with revenue growth stalling, but remains fundamentally profitable with a strong balance sheet and asset-light business model. The asset-light model and scale provide Landstar with flexibility, economies of scale, and a wide economic moat, insulating it from competition. Despite weaker earnings, Landstar's robust ROCE, ROIC, and EBIT margin underscore its financial health, making it a compelling long-term GARP opportunity. My DCF valuation indicates a 21% undervaluation, reinforcing my Buy rating for LSTR. Read the full article on Seeking Alpha
Seeking Alpha Nov 29

Landstar: A Sparkling Logistic Company And A Value Opportunity

Summary Landstar System, a profitable asset-light logistics firm, maintains high flexibility and robust returns on capital and assets, despite slightly lower margins. The company's unique model, leveraging third-party owner-operators, reduces capital requirements and enhances operational efficiency, providing a strong economic moat. Despite recent revenue declines due to cyclical demand, LSTR's lean structure and net cash position ensure resilience and long-term profitability. Valued at a 9% discount per DCF analysis, Landstar's strong fundamentals and conservative fiscal strategy suggest potential for outsized long-term returns. Buy rating issued. Read the full article on Seeking Alpha
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Nueva narrativa Aug 28

Expanding Through Cross-Border And Heavy Haul Strategies Boosts Optimism Despite Market Challenges

Strategic focus on cross-border Mexico operations and heavy haul segments alongside technology investments signals potential for growth and efficiency gains.

Desglose de ingresos y gastos

Cómo gana y gasta dinero Landstar System. Basado en los últimos beneficios reportados, en base a los últimos doce meses (LTM).


Historial de beneficios e ingresos

NasdaqGS:LSTR Ingresos, gastos y beneficios (USD Millions)
FechaIngresosBeneficiosGastos G+AGastos de I+D
28 Mar 264,7761256150
27 Dec 254,7571156180
27 Sep 254,7931376220
28 Jun 254,8021686100
29 Mar 254,8161796090
28 Dec 244,8341966100
28 Sep 244,8292086010
29 Jun 244,9032196270
30 Mar 245,0512336490
30 Dec 235,3132646740
30 Sep 235,7823007280
01 Jul 236,3063387690
01 Apr 236,9053848130
31 Dec 227,4404318360
24 Sep 227,7104518440
25 Jun 227,6284498310
26 Mar 227,2244297860
25 Dec 216,5403827280
25 Sep 215,8923336630
26 Jun 215,2432965930
27 Mar 214,4962285210
26 Dec 204,1361924960
26 Sep 203,8361774710
27 Jun 203,7621684690
28 Mar 203,9842054950
28 Dec 194,0902285010
28 Sep 194,2772465280
29 Jun 194,4672605510
30 Mar 194,6042615660
29 Dec 184,6192555660
29 Sep 184,4882525510
30 Jun 184,2292275260
31 Mar 183,9162024930
30 Dec 173,6491774680
30 Sep 173,4901524460
01 Jul 173,3341464250
01 Apr 173,2381414160
31 Dec 163,1691374070
24 Sep 163,1251364050
25 Jun 163,1791394110
26 Mar 163,2721474170
26 Dec 153,3221484200
26 Sep 153,3371484220
27 Jun 153,3141464170

Ingresos de calidad: LSTR tiene ganancias de alta calidad.

Margen de beneficios creciente: Los actuales márgenes de beneficio(2.6%) de LSTR son inferiores a los del año pasado (3.7%).


Análisis del flujo de caja libre vs. Beneficios


Análisis del crecimiento de los beneficios en el pasado

Tendencia de beneficios: Los beneficios de LSTR han disminuido en un 19.5% al año en los últimos 5 años.

Acelerando crecimiento: LSTR ha tenido un crecimiento negativo de los beneficios en el último año, por lo que no puede compararse con su media de 5 años.

Beneficios vs. Industria: LSTR tuvo un crecimiento negativo de los beneficios (-30.3%) durante el año pasado, lo que dificulta la comparación con la media de la industria Transportation (-15.9%).


Rentabilidad financiera

Alta ROE: La rentabilidad financiera de LSTR (15.6%) se considera baja.


Rentabilidad económica


Rendimiento del capital invertido


Descubre empresas con buenos resultados en el pasado

Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/05/20 07:05
Precio de las acciones al final del día2026/05/20 00:00
Beneficios2026/03/28
Ingresos anuales2025/12/27

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

Landstar System, Inc. está cubierta por 33 analistas. 14 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
Daniel MooreBaird
Brandon OglenskiBarclays
Brandon OglenskiBarclays